Foundational Setup
Getting Started - Create and Manage Contacts
Creating and managing contacts in Adaptive AI helps you keep customer information organized and up to date.
Read guideAdaptive AI · By Adaptation Living LLC
Quick Start Links
Open the most important first-use guides from one page.
194 guides in this area
Step-by-step library
Guides for Quick Start Links
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Foundational Setup
Getting Started - Setup A Booking Calendar
schedule without lifting a finger. Sounds great, right? Let's walk you through getting this set up so you can easily secure up to 20 appointments in your…
Read guideFoundational Setup
Getting Started - Setup Email, Phone, and SMS
This guide walks you through setting up Email, Phone, and SMS inside Adaptive AI, so you can manage all communications from one platform.
Read guideFoundational Setup
Getting Started - Setup Pipelines and Opportunities
Organizing your sales pipeline might sound intimidating, but think of it like setting up your workspace for success—everything has a place, and nothing gets…
Read guideFoundational Setup
Getting Started - Automatic Email and SMS Followup
Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can…
Read guideFoundational Setup
Getting Started - Import Existing Contacts
Your audience is the heartbeat of your business. Quickly import your existing contacts from various platforms into one convenient space and start engaging…
Read guideFoundational Setup
Getting Started - Launch an Email Campaign
Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results.
Read guideFoundational Setup
How to Launch an Adaptive AI Funnel
Ready to turn your website visitors into loyal customers? Setting up a high-converting funnel is easier than you think!
Read guideCommerce
Getting Started - Create and Send Invoices
Practical Adaptive AI instructions for “Getting Started - Create and Send Invoices,” including setup, verification, troubleshooting, and best practices by…
Read guideCommerce
Getting Started - Setup Payment Links
A Payment Link creates a hosted checkout for a selected product. It can be shared as a generic link, a recipient-specific link, or sent directly to saved…
Read guideMarketing & Lead Generation
Getting Started - Setup Social Planner
Social Planner helps you connect social accounts, create content, and schedule posts from one calendar.
Read guideMarketing & Lead Generation
Getting Started - Setup Facebook and Instagram Lead Ads
directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in…
Read guideSales & Conversations
Getting Started - Setup Facebook and Instagram Messenger
Ever feel overwhelmed jumping between different platforms to answer messages from your customers?
Read guideSales & Conversations
Getting Started - Connect Personal Inbox
Keeping track of client conversations can be tricky when you're juggling multiple inboxes.
Read guideCommerce
Getting Started - Connect Stripe
Connecting Stripe to Adaptive AI allows you to process supported payments through your sub-account and use Stripe across eligible Adaptive AI payment…
Read guideCommerce
Getting Started - Launch a Course
you think! With just a few clicks, you'll be on your way to sharing your expertise, building your audience, and even earning some income.
Read guideWebsite & Content
Getting Started - Launch a Website from Blank
Launching your own website from scratch can feel overwhelming, but don't let the blank page stop you.
Read guideWebsite & Content
Getting Started - Launch a Website From Template
Launching a website in Adaptive AI involves building the site, connecting and assigning a domain, and publishing the final version.
Read guideMarketing & Lead Generation
Getting Started - Launch an SMS Campaign
A bulk SMS campaign should reach a permissioned, deliberately selected audience at a controlled rate.
Read guideSales & Conversations
Getting Started - Set Up a Live Chat Widget
Adaptive AI’s Chat Widget lets you add different chat experiences to your website.
Read guideBlog
Getting Started with Blogs and Blog Posts
Kickstart your content strategy with Blogs in Adaptive AI. This guide walks you through creating your blog, writing posts, adding authors and categories,…
Read guideChat Widget
Getting Started with Chat Widget
Chat Widget is one of ways to convert visitors to potential leads. Chat Widget helps you to enhance customer experience to provide immediate support when…
Read guideConversations
Getting Started with the Conversations Tab
Adaptive AI’s redesigned Conversations experience delivers a faster, clearer inbox with four flexible panels, upgraded filtering (including tags + AND/OR),…
Read guideContact Details View
How to Create Subscriptions & Invoices from Contact's Profile
Practical Adaptive AI instructions for “How to Create Subscriptions & Invoices from Contact's Profile,” including setup, verification, troubleshooting, and…
Read guideTemplates
Spintax: Create dynamic email variations automatically
Improve personalization and reduce repetitive messaging by generating multiple content variations from one template.
Read guideGetting Started w/ Workflows
If/Else Workflow Action - Appointment Filter Options
The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events.
Read guideGetting Started with Opportunities
Step-by-Step Guide to Creating Opportunities
Opportunities are pivotal in managing potential sales within Adaptive AI. This guide walks you through how to create opportunities, enabling you to track…
Read guideGetting Started w/ Workflows
Workflows Nested Folders
In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.
Read guideGetting Started w/ Workflows
Comprehensive workflow stats
Practical Adaptive AI instructions for “Comprehensive workflow stats,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideGetting Started w/ Workflows
Highlighting & Resolving Errors in a Workflow
Practical Adaptive AI instructions for “Highlighting & Resolving Errors in a Workflow,” including setup, verification, troubleshooting, and best practices…
Read guideGetting Started w/ Affiliate Manager
How does the Affiliate Manager work?
Practical Adaptive AI instructions for “How does the Affiliate Manager work?,” including setup, verification, troubleshooting, and best practices by…
Read guideGetting Started w/ Payments
How to Streamline Payments with Automated Invoice Reminders
Practical Adaptive AI instructions for “How to Streamline Payments with Automated Invoice Reminders,” including setup, verification, troubleshooting, and…
Read guideGetting Started w/ Workflows
Workflow Builder: Learn More Using AI
Practical Adaptive AI instructions for “Workflow Builder: Learn More Using AI,” including setup, verification, troubleshooting, and best practices by…
Read guideVoicemail
Create an Audio File for Voicemail and Voicemail Drops
You can upload your own audio recording in Adaptive AI to use as a custom voicemail greeting or voicemail drop.
Read guideScheduling Appointments
Create Appointment Note - Workflow Action
We have introduced a new action under the Appointments category called Create Appointment Note.
Read guideBlog
Create Blog Posts
Adaptive AI’s Blog Post feature lets you create, format, and publish SEO‑ready articles directly from your dashboard, giving your brand a powerful…
Read guideAd Campaign Creation and Management
Create custom audiences in Ad Manager
In this article we will be elaborating on the steps one needs to take to create Custom Audiences and how to use it during the campaign creation process in…
Read guideFunnel & Website Settings
Create Forms & Surveys Inside the Site Builder
Discover a faster way to build and manage forms and surveys directly inside Adaptive AI’s Funnel and Website builders.
Read guideScheduling Appointments
How to Create & Manage Appointment Notes & Sync them Across Records
Capture key context once and have it follow you wherever you work. In Adaptive AI, appointment notes automatically appear on the related Contact,…
Read guideSmart Lists
How to Create & Manage Smart Lists
This guide provides everything you need to know about Smart Lists in Adaptive AI.
Read guideBlog
How to Create a Blog?
Creating a blog establishes the blog home, post URL structure, category pages, tag pages, and author archives.
Read guideBrand Board
How to Create a Brand Board
This article will show you how to create a Brand Board in Adaptive AI! A Brand Board helps you store and organize your company's logos, color palette, and…
Read guideAd Campaign Creation and Management
How to create a conversation form in Ad Manager
A Conversation Form is used with a Meta Engagement campaign whose conversion location is messaging.
Read guideAd Campaign Creation and Management
How to create a Facebook form in Ad Manager
In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads.
Read guideCountdown Timer
How to Create a Fixed countdown Timer
A countdown timer is a powerful tool for creating urgency and excitement for upcoming events, product launches, sales, and sign-ups.
Read guideMembership/Courses Sites
How to Create a Product and Attach It to a Membership Course Offer
Creating a paid course offer through products provides flexibility in how you package and sell your digital education content.
Read guideCountdown Timer
How to Create a Recurring Timer?
A recurring timer is a useful tool for managing and promoting events, sales, or activities that happen regularly.
Read guideWorkflow Triggers
How to Create A Task Event and Task Reminder in Campaigns
This article will show you how to add task events and reminders to your Adaptive AI campaigns.
Read guideAffiliate Campaigns
How to create an Affiliate Campaign
Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process…
Read guideChat Widget
How to create an Embedded Voice AI Chat Widget
Add a Voice AI Chat Widget directly inside your website or funnel content for a more natural, on-page conversation experience.
Read guideInvoices & Estimates
How to Create and Manage Recurring Invoices in Adaptive AI
Navigate to the Payments section from the left menu and click on Invoices & Estimates. This is where you can manage all your invoices, including recurring ones.
Read guideMembership/Courses Sites
How to Create Assessments/ Quizzes for Membership Courses
This article will guide you through the process of adding interactive quizzes (assessments) to your Membership Courses.
Read guideBrand Board
How to Create Brand Voice from Text or URL
This article explains how to use Adaptive AI's AI-powered Brand Voice generation to instantly create brand messaging profiles from existing content.
Read guideQR Codes
How to Create Custom Business Card QR Codes
This article will guide you through creating a fully customizable Business Card QR Code in Adaptive AI.
Read guideQR Codes
How to Create Custom Profile Card QR Codes
and important destinations from one mobile-friendly page. Visitors can save your contact information, submit their own details through an Exchange Contact…
Read guideAd Campaign Creation and Management
How to create Customer List Custom Audience
This article explains the steps to create a Customer List Custom Audience in Ad Manager and how to use it during campaign creation, including the option to…
Read guideCalendar Rooms & Equipment
How to Create Equipment
or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency.
Read guideInvoices & Estimates
How to Create Invoices in Adaptive AI
Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do.
Read guideChat Widget
How to Create Multiple Chat Widgets in a Single Sub-Account
Use multiple Chat Widgets in Adaptive AI to tailor conversations. This article explains how to create several widgets in a single sub-account and how to…
Read guideCalendar Service Menus
How to Create Service Menus for Calendars
multiple services from individual calendars on a single page, helping clients book exactly what they need — quickly and conveniently.
Read guideServices
How to Create Services?
Services helps you create bookable services so customers can self-schedule online with confidence.
Read guideQR Codes
How to Create vCards in the QR Code Builder
This article explains how to create a vCard QR Code using the Adaptive AI QR Code Builder.
Read guideQuizzes
Quiz Template Library: Create Quizzes Faster with Pre-Built Templates
This article will show you how to use the Template Library inside Adaptive AI’s Quiz builder to save time and create high-converting quizzes with ease.
Read guideRentals
Rentals Create & Edit Listings
You can create listings quickly using the New Listing modal and later configure more advanced settings using the Edit Listing page, which includes multiple…
Read guideCalendar Groups
Adaptive AI Group Calendar Overview and Setup Guide
This article explains how to use Group Calendars in Adaptive AI to streamline bookings by combining multiple calendars under one link for flexible…
Read guideWordpress
How to Setup SFTP for your WordPress Site
SFTP is a way for you to access the files and folders on a website via a client program on your local computer.
Read guideCommunities
How to Setup, Customize, and Manage Your Communities
Building an engaged online community is crucial for businesses, educators, and content creators.
Read guideCalling
Ringless Voicemail and Voicemail Drops in Adaptive AI: Setup Guide
Voicemails are a great way to reach customers and let them know about your business.
Read guideSurveys
Surveys - How to Setup and Use Order Bumps
This article shows how to use Order Bumps in Adaptive AI’s Surveys. By adding engaging bump offers, you can increase revenue and provide upsell…
Read guideGetting Started w/ Calendars
Add Guests Features in Calendar Bookings
The Add Guests feature allows customers to include additional attendees during the appointment booking process.
Read guideGetting Started w/ Affiliate Manager
Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions
Welcome! This guide shows how to migrate your FirstPromoter programs into Adaptive AI Affiliate Manager using the new guided import.
Read guideGetting Started w/ Payments
Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones.
Read guideGetting Started with Opportunities
Editing Opportunities
Adaptive AI offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes.
Read guideGetting Started w/ Calendars
Embedding Adaptive AI Calendars using HTML Code
A calendar embed places the live booking widget on an external page. Use the generated snippet so the calendar identifier and required resources remain intact.
Read guideGetting Started w/ Payments
How to add and manage your customer's cards on file
seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and…
Read guideGetting Started with Opportunities
How to Decouple Owners for Contacts and Opportunities
Adaptive AI now allows you to assign different owners to contacts and their related opportunities.
Read guideGetting Started w/ Payments
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
Read guideGetting Started with Opportunities
How to use Custom Fields for Opportunities
Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process.
Read guideGetting Started with Contacts
Importing Contacts using a CSV file
This article shows you how to import contacts into Adaptive AI using a CSV file. You’ll learn how to upload, map, and confirm your data, and optionally…
Read guideGetting Started with Opportunities
Importing Opportunities using a CSV file
This article will guide you through importing opportunities into Adaptive AI using a CSV file.
Read guideGetting Started w/ Workflows
Introduction to Workflows and Automations
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.
Read guideGetting Started w/ Payments
Manage payment methods displayed with Stripe integration
Adaptive AI Phone displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments…
Read guideGetting Started w/ Workflows
New Discover button - Workflows
We’ve made it easier to discover and install marketplace apps directly within the workflow builder.
Read guideGetting Started w/ Payments
Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.
Read guideGetting Started with Opportunities
Step-by-Step Guide: Creating Pipelines
Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages.
Read guideGetting Started w/ Calendars
User Permissions in Calendars
The Calendar module now supports granular user permissions, allowing you to control who can view and manage different aspects of the calendar system.
Read guideGetting Started w/ Calendars
Using Custom Values in Calendars
You can now use Custom Values directly inside Calendar settings to personalize appointment details, notifications, and booking experiences.
Read guideGetting Started w/ Payments
What happens in case of a payment failure for a Subscription?
When a subscription payment fails, an invoice is generated and sent to the customer.
Read guideGetting Started w/ Workflows
Workflow Notes, Action Notes & Sticky Notes
Workflow Notes describe the automation as a whole, Action Notes explain one step, and Sticky Notes place visible guidance on the builder canvas.
Read guideGetting Started w/ Workflows
Workflow Trigger and Action: Google Contact
Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.
Read guideGetting Started w/ Workflows
Workflows- Improved Execution Logs & Enrollment History
This article walks you through the latest enhancements to Execution Logs and Enrollment History in Workflows, so you can see exactly how contacts progress,…
Read guideCommunication Workflow Actions
AI Powered Email Generation in Workflow Action
Create professional, high-converting emails in seconds using Adaptive AI’s new AI-powered Email Action.
Read guideAdaptive AI Email
Managing Default Unsubscribe Links in Adaptive AI Email
This article covers default unsubscribe links in Adaptive AI Email only. If you want to create a custom unsubscribe experience or link, see: Creating and…
Read guideDeliverability
Preference Management (Email Unsubscription Management)
Give contacts control over the types of marketing emails they want. Preference Management lets each location create subscription categories, link them to…
Read guideAd Campaign Creation and Management
Ad Manager - Statistics of Ad campaigns
In this article we will be illustrating and explaining the process to effectively monitor the ad campaigns created by the users and make data driven…
Read guideAd Campaign Creation and Management
Ad Manager: Clone a campaign
Cloning creates a copy of an ad campaign's structure, settings, and creative so a new variant can be prepared without rebuilding the original.
Read guideQR Codes
Bulk QR Code Creation
Bulk QR Code Creation lets you generate multiple QR codes at once. Simply drop in a CSV file and Adaptive AI will create a QR Code for each instance.
Read guideForms
Conditional Logic V2 in Forms and Surveys!
Conditional Logic v2 helps you create smarter, more dynamic forms and surveys. It lets you show or hide fields, redirect users, display messages, disqualify…
Read guideCalendar Rooms & Equipment
Creating Rooms in Adaptive AI
Learn how to create and configure Rooms to manage physical spaces and avoid double bookings.
Read guideFunnels and Websites
Funnels & Websites | Creating Categories in the Navigation Menu
This article shows you how to create drop-down categories in your website or funnel’s navigation menu by nesting menu items under parent items.
Read guideBlog
How to Add Author(s) to The Blog Builder
Blog authors create a consistent byline, biography, profile image, and optional social presence that can be assigned to posts.
Read guideManaging Opportunities
How to Customize Pipeline Stage Colors in Opportunities
Streamlined pipeline navigation lets you create and edit pipelines from the same dropdown you already use to switch pipelines.
Read guideSocial Planner
How to post Recurring Social Posts through the Social Planner?
Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly.
Read guideFunnels and Websites
Navigation Menus In The Adaptive AI Funnel Builder
Navigation Menus in the Adaptive AI Funnel Builder allow you to create structured, responsive menus for websites and funnels.
Read guideWordpress
New WordPress Site From Template
You can create a new Wordpress Website from scratch, by copying an existing site, or by starting from a Template.
Read guideQR Codes
QR Code Generation and Download Guide
This article will show you how to create, customize, and download QR codes using Adaptive AI’s QR Code Builder!
Read guideQuizzes
Quiz Builder Guide
The Quiz Builder lets you create interactive quizzes that collect lead data and deliver personalized results.
Read guideE-Commerce Store
Recover Lost Sales with Automatic Abandoned Checkout Emails
When customers leave items in their cart without completing a purchase, it creates missed revenue opportunities.
Read guideRentals
Rentals - Creating a Booking
This article explains how to manually create a booking in Rentals. It walks through every field in the Create Booking form, how to add listings, customers,…
Read guideFunnels and Websites
Show Popup on Entering Funnel/Website
This article will show you how to create a popup that appears shortly after a visitor lands on a funnel or website page.
Read guideCommunication Workflow Actions
Workflow Action - Add Task
The Add Task action allows you to create a new task with a defined due date that will be assigned to a specific user.
Read guideCommunication Workflow Actions
Workflow Action - Manual Call
The Manual Call action allows you to create a call task for a user to manually send an call the contact.
Read guideCommunication Workflow Actions
Workflow Action - Manual SMS
The Manual SMS action allows you to create a task for a user to manually send an SMS to a contact.
Read guideScheduling Appointments
Workflow Action: Book Appointment
The Book Appointment workflow action lets your workflow automatically create an appointment on a selected calendar when a trigger fires.
Read guideMarketing Audit Reports
Workflow Action: Generate Marketing Audit Report
Automatically create a Marketing Audit Report for new or updated contacts so your team can qualify leads faster and start more personalized outreach.
Read guideAd Campaign Creation and Management
Ad Manager - Audience Controls
Practical Adaptive AI instructions for “Ad Manager - Audience Controls,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideAdaptive AI Email
Adaptive AI Email: Email Service Provider Block Notification - Email Sending Temporarily Restricted (Action Required)
Effective Date: 12th Feb 2026. This new ESP Block Policy will be implemented on 12th Feb 2026.
Read guideSocial Planner
Add Pinterest Pins in Social Planner
Practical Adaptive AI instructions for “Add Pinterest Pins in Social Planner,” including setup, verification, troubleshooting, and best practices by…
Read guideGeneral
AI Schedule for Smarter Email Timing (Smart Send Time Optimization)
AI Schedule uses send-time optimization to analyze each contact's historical engagement and automatically schedule delivery inside a window you define.
Read guideAd Manager Setup & Configuration
Audiences Tab Overview - Ad Manager Settings
In this article, we will explore how to locate your existing custom and lookalike audiences, along with the actions you can take, such as creating a new…
Read guideGeneral
Auto-Enable Email DND When a Contact's Email Bounces
This article walks through a specific, ready-to-build workflow: whenever a contact's email bounces, the workflow automatically enables outbound Email DND…
Read guideGet Started w/ App Marketplace
Automated Webhook Retries
Practical Adaptive AI instructions for “Automated Webhook Retries,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideOpportunities Module Interactions
Automating Opportunities
Practical Adaptive AI instructions for “Automating Opportunities,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideCreating Calendars
Calendar Widget Customization
Practical Adaptive AI instructions for “Calendar Widget Customization,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideStatistics
Click Performance in Email Statistics
The Click Performance report gives you a breakdown of all link interactions within a sent email.
Read guideMembership/Courses Sites
Courses Email Notification Preferences and Video Thumbnail Enhancements
We're excited to introduce Email Notification preferences in the membership courses!
Read guideMembership/Courses Sites
Courses Mobile- How to Navigate the New Lessons & Courses UI
Practical Adaptive AI instructions for “Courses Mobile- How to Navigate the New Lessons & Courses UI,” including setup, verification, troubleshooting, and…
Read guideManaging Opportunities
Customize Opportunity Cards in Board View
Practical Adaptive AI instructions for “Customize Opportunity Cards in Board View,” including setup, verification, troubleshooting, and best practices by…
Read guideGeneral
Email AI - Smart Countdown Timer Creation
Email AI recognizes when your email campaigns would benefit from a live countdown timer and guides you through adding one during template creation or layout…
Read guideAdaptive AI Email
Email Authentication - DMARC
Starting February 2024, Gmail and Yahoo require DKIM and DMARC authentication for all senders. We strongly recommend setting up both.
Read guideAuthentication & Security
Email Authentication Errors - Fix SPF, DKIM, and DMARC Issues
Your emails are being rejected because your domain failed authentication checks required by recipient email servers.
Read guideGeneral
Email Blocking for Invalid or Restricted Recipient Domains
The platform blocks outbound emails before sending when the recipient email domain is invalid or restricted for security reasons.
Read guideTechnical & Configuration
Email Standards Compliance: Resolving RFC 5322 Violations
Your emails are being rejected by recipient servers because they don't meet the technical formatting standards required by RFC 5322 — the official…
Read guideStatistics
Email Statistics
This article explains how to access and understand email statistics across Adaptive AI, helping you monitor campaign performance and improve engagement.
Read guideStatistics
Email Statistics – Summary Page
This article explains how to access the Summary page, what each metric means, and how to interpret your campaign’s performance data.
Read guideForms
Email Validation feature in Forms and Surveys
We are thrilled to announce the launch of the Email Validation feature for our Forms and Surveys module.
Read guideMembership/Courses Sites
Embed Media from Third-Party Platforms in Posts
Practical Adaptive AI instructions for “Embed Media from Third-Party Platforms in Posts,” including setup, verification, troubleshooting, and best practices…
Read guideGeneral
Enhanced Email Verification for Campaigns!
Previously, From email addresses on campaigns were not verified. That oversight made identity spoofing possible and could damage sender reputation.
Read guideEmail Marketing
Exporting Email Marketing Data
Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.
Read guideAdaptive AI Email
Google Postmaster Tools
This guide explains why it matters, how to set it up, and how to connect it to Adaptive AI Phone so all your data lives in one place.
Read guideDeliverability
How List-Unsubscribe helps email deliverability
The list-unsubscribe header is a standard email feature that lets recipients opt out directly from their inbox — without hunting for a link inside your email.
Read guideStatistics
How to Access the All-in-One Dashboard for Email Marketing
This article will show you how to use Adaptive AI’s All-in-One Dashboard for Email Marketing.
Read guideAdaptive AI Email
How to Add a Domain and Verify DNS Record
process protects your brand reputation, prevents spoofing, and increases the chances of your emails landing in the inbox instead of spam.
Read guideSMTP Providers
How to Add Your Own Email Service (SMTP)
The platform allows you to connect your own third-party email sending service (SMTP) instead of using the default Adaptive AI Phone Email System.
Read guideSocial Planner
How to auto-optimise the images for social scheduling?
Practical Adaptive AI instructions for “How to auto-optimise the images for social scheduling?,” including setup, verification, troubleshooting, and best…
Read guideTroubleshooting Email
How to check logs for a specific email in Adaptive AI Email
This guide walks through finding a specific email's delivery status in Adaptive AI Email's Sending Logs, understanding what the results mean, and resolving…
Read guideTemplates
How to Edit an Email Template
An email template is a reusable email layout or design that can be used multiple times when sending emails.
Read guideGeneral
How to Filter Contacts by Email Statistics
Quickly segment contacts by real engagement signals inside Adaptive AI. Use Email Analytics to filter by metrics like Opened, Clicked, Bounced, and more —…
Read guideWordpress
How to Install Popular WordPress Plugins During Site Creation
This article will show you how to streamline your WordPress site setup by selecting from a curated list of popular plugins during the creation process.
Read guideSmart Lists
How to Manage Multiple Email Addresses for a Contact
This article will show you how to manage and add multiple email addresses for a single contact in Adaptive AI!
Read guideOrders, Subscriptions, and Transactions
How to Modify Existing Subscriptions
Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…
Read guideE-Commerce Store
How to Print Packing Slips for Your Ecommerce Orders
Practical Adaptive AI instructions for “How to Print Packing Slips for Your Ecommerce Orders,” including setup, verification, troubleshooting, and best…
Read guideDeliverability
How to Resubscribe After Unsubscribing from an Email List
A one-click path for contacts to opt back into your marketing emails — how it works, how DND and reporting are affected, and how to verify the change in the…
Read guideFunnel & Website Builder
How to Save & Use Element Templates in Page Builder
Practical Adaptive AI instructions for “How to Save & Use Element Templates in Page Builder,” including setup, verification, troubleshooting, and best…
Read guideWorkflow Actions
How to send Email using AI in Workflows
This article will show you how to quickly generate professional, high-converting emails in your workflows using Adaptive AI’s new Email Action AI!
Read guideGeneral
How to Set Up Click & Open Tracking for Adaptive AI Email
This guide walks you through two configuration steps required to track email engagement from Adaptive AI Email inside your CRM: adding a webhook that…
Read guideAd Manager
How to Use Opportunity Score in Ad Manager
Opportunity Score helps you review your Meta campaign setup in Adaptive AI Ad Manager before publishing.
Read guideCalendar Integrations
iCloud - How to Integrate iCloud with Adaptive AI Calendars
Practical Adaptive AI instructions for “iCloud - How to Integrate iCloud with Adaptive AI Calendars,” including setup, verification, troubleshooting, and…
Read guideTemplates
Importing and Editing Mailchimp Email Templates in the Adaptive AI Design Editor
This article explains how to import your existing Mailchimp email templates into Adaptive AI’s Design Editor, allowing you to edit them visually without…
Read guidePhone numbers
Improve your Phone Number's reputation with Voice Integrity
Practical Adaptive AI instructions for “Improve your Phone Number's reputation with Voice Integrity,” including setup, verification, troubleshooting, and…
Read guideSMTP Providers
Limitation of using SMTP when emails are not sending
If you're using an SMTP provider to send emails and they're not delivering most of the time, the reason is usually that the sender email doesn't match the…
Read guideReputation & Throttling
Low Domain Reputation - Rebuild Trust and Improve Deliverability
What's Happening? When your domain reputation is low, major email providers like Gmail, Outlook, and Yahoo will automatically reject or quarantine your…
Read guideTechnical & Configuration
Mail Loop Detected - Resolve Email Routing Conflicts
Your email gets trapped in an endless routing cycle between mail servers, creating an infinite delivery attempt cycle.
Read guideServices
Manage Service Appointments in the Appointment Modal
Practical Adaptive AI instructions for “Manage Service Appointments in the Appointment Modal,” including setup, verification, troubleshooting, and best…
Read guideManaging Affiliates
Managing Customers under Affiliates
Practical Adaptive AI instructions for “Managing Customers under Affiliates,” including setup, verification, troubleshooting, and best practices by…
Read guideAdaptive AI Email
Microsoft Smart Network Data Services (SNDS)
If you've purchased an IP subscription, you now have access to IP Status Monitoring through a Microsoft SNDS (Smart Network Data Services) integration.
Read guideMobile Payments
Mobile UI Improvements for E-commerce Stores
Practical Adaptive AI instructions for “Mobile UI Improvements for E-commerce Stores,” including setup, verification, troubleshooting, and best practices by…
Read guideE-Commerce Store
New product collection element and SEO Improvements
Select and map collections directly on the canvas To speed up setup, you can now select items inside the Collections List element directly from the canvas.
Read guideCreating Calendars
One Time Link
Practical Adaptive AI instructions for “One Time Link,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideManaging Opportunities
Opportunities - FAQs
Practical Adaptive AI instructions for “Opportunities - FAQs,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideChat Widget
Overview of Chat Widget Customizations
Practical Adaptive AI instructions for “Overview of Chat Widget Customizations,” including setup, verification, troubleshooting, and best practices by…
Read guideCommunities
Paid Groups
Practical Adaptive AI instructions for “Paid Groups,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideForms
Payment in Forms (Including Donations)
Practical Adaptive AI instructions for “Payment in Forms (Including Donations),” including setup, verification, troubleshooting, and best practices by…
Read guideOrders, Subscriptions, and Transactions
Payments - What is listed on the Subscriptions page?
Practical Adaptive AI instructions for “Payments - What is listed on the Subscriptions page?,” including setup, verification, troubleshooting, and best…
Read guideSocial Planner
Schedule Posts using RSS URL
Practical Adaptive AI instructions for “Schedule Posts using RSS URL,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideTroubleshooting Email
Send Test Email Error in Campaign's Email step: An error occurred, please try again
A generic test-email error is commonly caused by invalid merge syntax or address formatting.
Read guideAd Manager Setup & Configuration
Setting a Facebook page as Default for Ad Manager
In this article, we will be describing how to set a connected Facebook page from the list of all the connected pages as the default page.
Read guideInvoices & Estimates
Setting up QuickBooks Integration
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideCalendar Integrations
Setting Up Reserve with Google for Local Services Ads
Google has updated the Reserve with Google setup process for Local Services Ads. Businesses must now configure Google Organic Booking in Adaptive AI and…
Read guideAdaptive AI Email
SSL Certificates for Dedicated Adaptive AI Email Domains
SSL certificates (Secure Sockets Layer) ensure that links included in your emails are secure and accessible by encrypting tracking URLs, open URLs, and…
Read guideDeliverability
Step by Step guide to Creating Custom Unsubscribe Links
This guide walks you through replacing the platform's default unsubscribe link with a custom one that lands contacts on a branded page and automatically…
Read guideTemplate Library
Template Library for Workflows
You can quickly get your automation setup in Adaptive AI with the new Template Library for Workflows.
Read guideTroubleshooting Calendars
Troubleshooting Tool for Calendar
AI, such as booking conflicts or missing availability. It provides visibility into common setup problems, helping users take immediate action to restore…
Read guideSMTP Providers
Using Zoho as your SMTP Provider
SMTP (Simple Mail Transfer Protocol) is what reliably delivers email sent from the platform.
Read guideDeliverability
What Email Deliverability Stats Should I Look For?
Available stats vary between email marketing tools and sending providers. Average benchmarks pulled from multiple sources, and every situation is different.
Read guideDeliverability
Why Are My Emails Going To Spam?
Mailbox providers like Gmail, Outlook, and Yahoo weigh dozens of signals before deciding whether a message reaches the inbox.
Read guideSMTP Providers
Why Can't I use My Free Email Address As The SMTP?
If you're running into issues using your free email address as the SMTP (Simple Mail Transfer Protocol) server for sending emails, you're not alone.
Read guideCommunication Workflow Actions
Workflow Action - Reply In Comments
Practical Adaptive AI instructions for “Workflow Action - Reply In Comments,” including setup, verification, troubleshooting, and best practices by…
Read guideCommunication Workflow Actions
Workflow Action - Send Email
In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts.
Read guideCommunication Workflow Actions
Workflow Action - WhatsApp Customer Service Window Check
Practical Adaptive AI instructions for “Workflow Action - WhatsApp Customer Service Window Check,” including setup, verification, troubleshooting, and best…
Read guideDeliverability
Workflow Action based on Email Event Clicked/Opened
Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type,…
Read guideEvents Workflow Triggers
Workflow Trigger - Email Events
The Email Events Workflow Trigger is a powerful tool that allows businesses to automate processes based on specific email interactions.
Read guideEvents Workflow Triggers
Workflow Trigger - Inbound Email
The Inbound Email workflow trigger allows you to automate actions whenever a new email is received on your mailboxes.
Read guideGeneral Setup
XML Sitemaps
A sitemap is a file where you provide information about the pages on your site and the relationships between them.
Read guide